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Juris Suite® Answer Center

Edit an Expense

  • Updated

Besides the common Editing functions of Cut, Copy, Paste and Spell Check, the Edit tool ribbon offers the ability to Duplicate and Power Edit.

Duplicate an Expense

The Duplicate Expense entry function allows a user to create an exact copy of any entry. All fields on a duplicated entry will be the same as the original entry with the exception of the Status field. The Status of the copy will always be set to Draft. Once the entry is duplicated, the user may edit fields on the entry just as they would any other entry. Entries may be duplicated from within the Grid view.

To Duplicate an Expense entry, perform the following:

  1. Select the item by clicking in the blue area to the left of the row.

  2. Click the Duplicate button.

    The Duplicate button is disabled if more than one entry has been selected. Only one entry may be duplicated at a expense.

  1. An Expense Entry Slip Form will open containing the duplicated information. The duplicated entry exists only in a temporary condition until saved. Make any changes to the duplicated entry on the Expense Entry Slip Form, as needed.

  2. Click the Save button.

Power Edit Expenses and Time Entries

The Power Edit function is available from within the Grid view and allows a user to modify a field or fields on multiple entries at the same time. The Power Edit function for both Expenses and Time are the same. Expense Power Edit is used in this document. For example:

  • You have been entering yesterday's entries all morning, and just realized that you accidentally dated all of the entries with the wrong date.
  • You need to change the Timekeeper on a group of entries to a different Timekeeper.
  • You need to append boilerplate text to the beginning of the narrative on several time entries.

To complete a Power Edit, perform the following:

  1. Click the row (in the blue area to the left of the row) to select the row of the first item. You must select two or more entries in order to use the power edit function. Select the entries to be edited using either of the following methods:
    • Holding the Shift button, click the row (in the blue area to the left of the row) to select the row of the last item. This will cause the system to select the first item, the last item and all items in between.
    • Holding the Control button, click the row (in the blue area to the left of the row) to select the row of each individual item that you would like to select.
  2. Once all entries to be edited have been selected, click the Power Editbutton.
  3. A form will open displaying a list of the selected entries on the left side of the form. All of the fields that may be power-edited will be shown on the right side of the form.
    • To change a value for all selected entries, enter the new value(s) on the form.
    • To preserve the original value for all selected entries, leave the field(s) on the form blank.
  4. Once all appropriate changes have been entered, click Save to commit the changes.

Replace/Prepend/Append Text

The Narrative and Bill Note fields offer the option to Replace, Prepend or Append text.

  • Replace Text: Removes the original text of the entry and replaces it with the text entered on the Power Edit form.
  • Prepend Text: Preserves the original text of the entry, but places the text entered on the Power Edit form before the original text.
  • Append Text: Preserves the original text of the entry, but places the text entered on the Power Edit form after the original text.

Removing an entry from the selected list?

The Power Edit form shows a list of all selected entries on the left side of the form. To remove an entry, click on the entry to select it, then click the Remove button at the bottom of the form.